Instrumental Wealth, LLC Ishares Tr Transaction History

Instrumental Wealth, LLC

  • $106 Billion
  • Q4 2024

A detailed history of Instrumental Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Instrumental Wealth, LLC holds 89,374 shares of IBDV stock, worth $1.94 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
89,374
Previous 81,739 9.34%
Holding current value
$1.94 Million
Previous $1.78 Billion 7.94%
% of portfolio
1.82%
Previous 1.74%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025
BUY
$21.24 - $22.15 $162,167 - $169,115
7,635 Added 9.34%
89,374 $1.93 Billion
Q3 2024

Oct 15, 2024
BUY
$21.11 - $22.24 $57,904 - $61,004
2,743 Added 3.47%
81,739 $1.78 Billion
Q2 2024

Jul 26, 2024
BUY
$20.82 - $21.38 $56,776 - $58,303
2,727 Added 3.58%
78,996 $1.7 Billion
Q1 2024

May 29, 2024
SELL
$21.16 - $21.68 $20,800 - $21,311
-983 Reduced 1.27%
76,269 $1.61 Billion
Q4 2023

Jan 25, 2024
BUY
$19.85 - $21.72 $1.53 Million - $1.68 Million
77,252 New
77,252 $1.65 Billion

Others Institutions Holding IBDV

# of Institutions
229
Shares Held
62.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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